MWC Group SA provides financial planning, wealth management and investment advice. The company also advises on retirement planning, asset protection, Swiss property finance, currency management and related financial services.
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Wealth management with liquidity management, asset allocation, macro analysis, manager selection, and sustainable and responsible investment strategies.
Retirement planning
Retirement planning with selection of pension plans, pension transfers, planning of retirement income, contribution strategies and tax optimisation in retirement provision.
Swiss three-pillar system
Advice on the Swiss three-pillar system with tax-optimised saving for the future for people living and working in Switzerland.
Mortgage financing in Switzerland
Advice on Swiss mortgages and real estate financing, including guidance through the system and selection of the right solution for buying a home.
Transfer of UK pensions
Advice on UK pension transfers, including an assessment of the transfer, the appropriate solution and the effects of switching in the regulated market.
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